As financial institutions move toward becoming more customer-focused and profitable, the spotlight is on an adept, digital, agile, and versatile onboarding process. A user-friendly onboarding process creates a long-lasting and favorable first impression on clients and impacts revenue inflows. With extensive experience in IT and BPO across the wealth management landscape, we help deliver a compliant, efficient client onboarding solution, setting the best possible foundation for client relationships.
iCOB is a solution that provides centralized system of record for customers’ data and onboarding information with a consistent user experience across all multiple channels. It intelligently initiates workflows based on triggers defined by business. iCOB is highly configurable and requires no coding for adding new products, strategies, workflows, and approval processes.